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  1. Jira Service Management Data Center
  2. JSDSERVER-1530

Create a new automation action (or post-function) to add customers as participants of a request

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    • We collect Jira Service Desk feedback from various sources, and we evaluate what we've collected when planning our product roadmap. To understand how this piece of feedback will be reviewed, see our Implementation of New Features Policy.

      NOTE: This suggestion is for Jira Service Management Data Center. Using Jira Service Management Cloud? See the corresponding suggestion.

      Atlassian Update – 5 June 2023

      Hi everyone,

      In the past release of Jira Service Management 5.0, Automation for Jira become part of Jira Service Management Data Center. Using Automation for Jira, administrators can already create automation rules to add customers and Organizations as participants of a request.

      This functionality has been further extended in the latest release, Jira Service Management 5.9, which introduces the “Share requests with groups feature. This features allows service requests to be shared with entire Jira groups, including support for automation.

      To learn more about the feature, visit the Jira Service Management 5.9 release notes.

      Cheers,
      Divyanshi Vashist
      Jira Service Management Data Center

      The user needs a post function that add users/groups as request participants according to issue type or project, since customer can only receive notifications of issues they didn't reported if they are participants.

      Workaround

      Please refer to our How to Automatically Add Request Participants when Creating an Issue KB for a workaround on this - it does required a third-party paid for plugin however.

            [JSDSERVER-1530] Create a new automation action (or post-function) to add customers as participants of a request

            +1

            Dom Merritt added a comment - +1

            +1

            Riley Bacon added a comment - +1

            The 'Request Participants' field should be added to customer portal forms. It would be much easier for users to fill in this field before submitting the form, rather than having to explain to them that the ticket can be shared after submission.

            This feature worked well on Data Centre, so why make the average user's life more difficult?

            Erki Tammik added a comment - The 'Request Participants' field should be added to customer portal forms. It would be much easier for users to fill in this field before submitting the form, rather than having to explain to them that the ticket can be shared after submission. This feature worked well on Data Centre, so why make the average user's life more difficult?

            Lisa Bruce added a comment -

            +12

            Lisa Bruce added a comment - +12

            Ken Pao added a comment -

            +1

            Ken Pao added a comment - +1

            +1

            +1

            +1

            Andrew Bross added a comment - +1

            George G added a comment -

            +1

            George G added a comment - +1

            +1

            +1

            frank.brennan added a comment - +1

            +1

            Jacob Miller added a comment - +1

            +1

            +1

            James Wafer added a comment - +1

            +1

            +1

            Lacey Griffith added a comment - +1

            +1

            +1

            +1

            Please add this feature,

            Gordon Smith added a comment - Please add this feature,

            Hi team,
            any plans around that

            Gonchik Tsymzhitov added a comment - Hi team, any plans around that

            Jill User added a comment -

            Please add this feature. 

            Jill User added a comment - Please add this feature. 

            cedwards added a comment -

            We need the system to auto add Request Participants based on Organization (customer) of certain support tickets please!!! 

            cedwards added a comment - We need the system to auto add Request Participants based on Organization (customer) of certain support tickets please!!! 

            A workaround that includes existing JSD Automation can be achieved via a webhook THEN action that could call JSD's own API https://docs.atlassian.com/jira-servicedesk/REST/4.9.0/#servicedeskapi/request/{issueIdOrKey}/participant-addRequestParticipants with the configured usernames. Please note, that you need to be running a JSD Server version 4.1 or higher.

            Bartosz Ornatowski added a comment - A workaround that includes existing JSD Automation can be achieved via a webhook THEN action that could call JSD's own API  https://docs.atlassian.com/jira-servicedesk/REST/4.9.0/#servicedeskapi/request/{issueIdOrKey}/participant-addRequestParticipants  with the configured usernames. Please note, that you need to be running a JSD Server version 4.1 or higher.

            Guillaume added a comment -

            Mandatory to deliver flexiblity to service desk in 24x7 with multiple teams involve in a faster incident resolution.  

            Guillaume added a comment - Mandatory to deliver flexiblity to service desk in 24x7 with multiple teams involve in a faster incident resolution.  

            Conor Hattwell-Leach added a comment - - edited

            I worked around this issue using vanilla Jira Cloud, multiple workflows (1 per issuetype/project) and post functions. The feature would be incredibly useful though. This method adds a lot of clutter.

            Official Jira doc about it

            Conor Hattwell-Leach added a comment - - edited I worked around this issue using vanilla Jira Cloud, multiple workflows (1 per issuetype/project) and post functions. The feature would be incredibly useful though. This method adds a lot of clutter. Official Jira doc about it

            This feature would be extremely useful with how we use the software.  Is this functionality still being considered?

            Chris Bahney added a comment - This feature would be extremely useful with how we use the software.  Is this functionality still being considered?

            Vik added a comment -

            Why isn't this already a feature of Service Desk?

            Given I cannot batch 'Add Participant' to tickets, then this becomes yet another time-consuming job I have to do by hand... 

             

            Vik added a comment - Why isn't this already a feature of Service Desk? Given I cannot batch 'Add Participant' to tickets, then this becomes yet another time-consuming job I have to do by hand...   

            MK added a comment -

            I think this would be very helpful feature to implement them.

            MK added a comment - I think this would be very helpful feature to implement them.

            I think that this is a common requirement of nearly all service desks. Companies frequently support entire teams of users on an "account" basis. Since no single individual can work 24-hour x 7day shifts uninterrupted, it frequently becomes important for ALL members of an account team to be aware of support requests.

            (We actually run into this problem a lot with getsupport.atlassian.com - it is PAINFUL to remember to request the addition of all our team's email addresses every time we open a request!)

            Having the ability to build "Teams" "Organizations" or "Accounts" in a service desk, then assigning User Groups from Jira/crowd, (or even better - custom user lists within the SD project) could be a really great way to implement this. Then the agent/admin could enable "Auto-add participants" for that team/org/account and JSD would auto-add them to any request that was opened by any user within that team/org/account group.

            I predict that this feature would greatly improve efficiency in resolution of support requests...

            Going back to the getsupport.atlassian.com examples, we frequently run into issues where Atlassian support teams are requesting more info or debug data, that could be gathered by any member of my team... but the only person with access to the ticket is the original requestor. If the rest of my team had been automatically copied, the response from us (Customer) could be up to 24hours faster.

            I also encounter this difficulty in competitive systems (like Service-now). I think that the company to build this the soonest will open themselves to a whole new subset of customers in today's team-oriented, collaborative world!

            Chuck Vanderwist added a comment - I think that this is a common requirement of nearly all service desks. Companies frequently support entire teams of users on an "account" basis. Since no single individual can work 24-hour x 7day shifts uninterrupted, it frequently becomes important for ALL members of an account team to be aware of support requests. (We actually run into this problem a lot with getsupport.atlassian.com - it is PAINFUL to remember to request the addition of all our team's email addresses every time we open a request!) Having the ability to build "Teams" "Organizations" or "Accounts" in a service desk, then assigning User Groups from Jira/crowd, (or even better - custom user lists within the SD project) could be a really great way to implement this. Then the agent/admin could enable "Auto-add participants" for that team/org/account and JSD would auto-add them to any request that was opened by any user within that team/org/account group. I predict that this feature would greatly improve efficiency in resolution of support requests... Going back to the getsupport.atlassian.com examples, we frequently run into issues where Atlassian support teams are requesting more info or debug data, that could be gathered by any member of my team... but the only person with access to the ticket is the original requestor. If the rest of my team had been automatically copied, the response from us (Customer) could be up to 24hours faster. I also encounter this difficulty in competitive systems (like Service-now). I think that the company to build this the soonest will open themselves to a whole new subset of customers in today's team-oriented, collaborative world!

            I need this feature ASAP (Cloud Version)

            Maciej Misiurek added a comment - I need this feature ASAP (Cloud Version)

            Created four yers ago...uhhh....will wait for it)

            Артем Подкорытов added a comment - Created four yers ago...uhhh....will wait for it)

            Eric Sara added a comment -

            Hoping my loan voice is heard .

            Any idea on when or if this one will be looked at? Looks like an issue that is in demand and while I am no developer I would have thought reasonable simple to do.  You would make a lot of us very happy if you did .

            To put forward a business case for us:
            We have an AUD support desk and an a UK support desk. The UK support desk cannot move to Jira SD until we have this feature. For now they are using our old system that is clunky, but does do this feature. This means that people who are working on both services desks are using two systems. They love Jira, hate the old system, so really really want to move the UK to Jira. Please make them happy.

            Thanks,

            Eric Sara added a comment - Hoping my loan voice is heard . Any idea on when or if this one will be looked at? Looks like an issue that is in demand and while I am no developer I would have thought reasonable simple to do.  You would make a lot of us very happy if you did . To put forward a business case for us: We have an AUD support desk and an a UK support desk. The UK support desk cannot move to Jira SD until we have this feature. For now they are using our old system that is clunky, but does do this feature. This means that people who are working on both services desks are using two systems. They love Jira, hate the old system, so really really want to move the UK to Jira. Please make them happy. Thanks,

            Tony McCoy added a comment -

            I have got to say - Do Jira actually do anything about these requests? A lot of great ideas and needed functionality but most of the ones I see are all years old.

            I got a survey the other day on how to improve Jira - Simple answer - just solve some of these problems!! Add some Functionality instead of selling Add ons.

             

            Tony McCoy added a comment - I have got to say - Do Jira actually do anything about these requests? A lot of great ideas and needed functionality but most of the ones I see are all years old. I got a survey the other day on how to improve Jira - Simple answer - just solve some of these problems!! Add some Functionality instead of selling Add ons.  

            Is there a timeline for this feature making it to a released version?  We are using the server version.

            Mark Guenther added a comment - Is there a timeline for this feature making it to a released version?  We are using the server version.

            Hi I need this in Cloud Version.

            Deleted Account (Inactive) added a comment - Hi I need this in Cloud Version.

            I'm rather puzzled the automation for Service Desk is so limited in what it can edit in an issue. Why? 

            Jon Starbird added a comment - I'm rather puzzled the automation for Service Desk is so limited in what it can edit in an issue. Why? 

            A lot of customers asking for this functionality. We are using server version.

            Deleted Account (Inactive) added a comment - A lot of customers asking for this functionality. We are using server version.

            Need this in the server version please.

             

            Ben Solomon added a comment - Need this in the server version please.  

            We would like this option in the Cloud version of Jira Service Desk.

            Marin Katic added a comment - We would like this option in the Cloud version of Jira Service Desk.

            Hi I want this to add to a specific org some specific users.

            I know there is the option of customers notification for added organisation. But this will notify all the users of all the orgs, and I only want one org.

            Please include this functionality.

            Jorge Reyes added a comment - Hi I want this to add to a specific org some specific users. I know there is the option of customers notification for added organisation. But this will notify all the users of all the orgs, and I only want one org. Please include this functionality.

            Bart added a comment -

            Please add this or the ability for all customers to see all issues in a project.

            Bart added a comment - Please add this or the ability for all customers to see all issues in a project.

            We need it in Server version

            Carsten Bürger added a comment - We need it in Server version

            Hi,
            I would like this option in cloud version

            Lorenzo Galvani added a comment - Hi, I would like this option in cloud version

            Is this not possible out of the box now? IIRC you need to do it on the workflow, not using the SD automation.

            Majken Connor added a comment - Is this not possible out of the box now? IIRC you need to do it on the workflow, not using the SD automation.

            Please, add this in Server... this should be a default feature.

            Alexander Wüstner added a comment - Please, add this in Server... this should be a default feature.

            i want this option in cloud version

             

            Glenn Engelman added a comment - i want this option in cloud version  

            Sadly Actions for JIRA Service Desk is only available for Server instances not Cloud ones such as ours.

            Hilary Boyce added a comment - Sadly Actions for JIRA Service Desk is only available for Server instances not Cloud ones such as ours.

            Hi,

            You can use plugin Actions for JIRA Service Desk. From version 1.3.9 there is automation rule "Add Request Participants". You can also use it when issue is created. Here you can find more information: https://intenso.atlassian.net/wiki/display/AFJSD/Actions+1.3.9 

            Best Regards

            Daniel Bajrak added a comment - Hi, You can use plugin Actions for JIRA Service Desk . From version 1.3.9 there is automation rule "Add Request Participants". You can also use it when issue is created. Here you can find more information: https://intenso.atlassian.net/wiki/display/AFJSD/Actions+1.3.9  Best Regards

            Same as JSD-270 ?

            Lisa Förstberg added a comment - Same as  JSD-270  ?

            glennrees added a comment -

            Just had request for such a feature from end user, so hopeful it will appear some day as a native feature.

            glennrees added a comment - Just had request for such a feature from end user, so hopeful it will appear some day as a native feature.

            nigel7 Thanks for the ScriptRunner suggestion, I have been looking at it but at $250 per month ( we are in the 500 users bracket) it is far too expensive.

            Hilary Boyce added a comment - nigel7 Thanks for the ScriptRunner suggestion, I have been looking at it but at $250 per month ( we are in the 500 users bracket) it is far too expensive.

            The ScriptRunner for JIRA add-on is available now for Cloud. Might be worthwhile checking this out - we've implemented custom scripts on server to do precisely this in the past.

            Nigel Rochford added a comment - The ScriptRunner for JIRA add-on is available now for Cloud. Might be worthwhile checking this out - we've implemented custom scripts on server to do precisely this in the past.

            We have just set up a Service Desk for Supporting a client and there is a requirement to add key personnel as participants to every ticket. I feel it should be possible to do this with automation on request creation but it isn't there. We are having to do this manually at the moment and sooner or later we will forget.

            Hilary Boyce added a comment - We have just set up a Service Desk for Supporting a client and there is a requirement to add key personnel as participants to every ticket. I feel it should be possible to do this with automation on request creation but it isn't there. We are having to do this manually at the moment and sooner or later we will forget.

            The issue is if you have the cloud product you cannot edit the field. I would like that ability with the cloud product.

            Dinah Davis added a comment - The issue is if you have the cloud product you cannot edit the field. I would like that ability with the cloud product.

            Scott Smith added a comment - - edited

            Mark Scheepers, did you call the JIRA ServiceDesk REST API directly from the webhook, or are you calling an external page which contains the code to call the REST API? EDIT: Please disregard. I have since talked to the JIRA support team, there is a third-page requirement for webhooks. IE calling the API directly from a webhook is not possible. I'm trying to set something up similarly, and it's looking like the first option (IE not routing through an external page) isn't possible, but it might just be a problem with bad documentation.

             

            Adding a +1 for this issue, because having it completely be not possible for cloud users is a bit nonsensical

            Scott Smith added a comment - - edited Mark Scheepers, did you call the JIRA ServiceDesk REST API directly from the webhook, or are you calling an external page which contains the code to call the REST API?  EDIT: Please disregard. I have since talked to the JIRA support team, there is a third-page requirement for webhooks. IE calling the API directly from a webhook is not possible. I'm trying to set something up similarly, and it's looking like the first option (IE not routing through an external page) isn't possible, but it might just be a problem with bad documentation.   Adding a +1 for this issue, because having it completely be not possible for cloud users is a bit nonsensical

            The requirement is that we should be able to set at a project level as to who are the default recipients (their email ids) - they may be users of JIRA Service Desk cloud or may not be. This is because many of our customers (client IT Managers) do not login to JIRA at all - they just need to know that tickets are being serviced. We have separate program managers for handling services of each customer - hence we need to add all such people at project level. Currently only the request reporter/creator and admin get email notifications from JIRA whenever changes to tickets/issues happen.

            Ashwini Pingle added a comment - The requirement is that we should be able to set at a project level as to who are the default recipients (their email ids) - they may be users of JIRA Service Desk cloud or may not be. This is because many of our customers (client IT Managers) do not login to JIRA at all - they just need to know that tickets are being serviced. We have separate program managers for handling services of each customer - hence we need to add all such people at project level. Currently only the request reporter/creator and admin get email notifications from JIRA whenever changes to tickets/issues happen.

            We have implemented a workaround where

            • issue creation in service desk triggers a webhook via automation rules
            • webhook then calls JIRA ServiceDesk REST API to set request participants

            This allows to set different sets of request participants based on some issue criteria

            Mark Scheepers added a comment - We have implemented a workaround where issue creation in service desk triggers a webhook via automation rules webhook then calls JIRA ServiceDesk REST API to set request participants This allows to set different sets of request participants based on some issue criteria

            This is really required and we are doing an unwanted ugly workaround for this currently. We do not need the botheration of adding another plugin for this. The main reason of request participants being there is that they should get notified.

            Ashwini Pingle added a comment - This is really required and we are doing an unwanted ugly workaround for this currently. We do not need the botheration of adding another plugin for this. The main reason of request participants being there is that they should get notified.

            Customers are consistently requesting the feature to add request participants upon creation of request. Nice to have it soon out of the box from Atlassian.

            Neeraj Kela added a comment - Customers are consistently requesting the feature to add request participants upon creation of request. Nice to have it soon out of the box from Atlassian.

            This is an important feature if the search in the Customer Portal, selecting "created by anyone" is bugged and doesn't provide results.
            When it will be possible to add automatically participants when a ticket is created? Possibly better having a group.

            Deleted Account (Inactive) added a comment - This is an important feature if the search in the Customer Portal, selecting "created by anyone" is bugged and doesn't provide results. When it will be possible to add automatically participants when a ticket is created? Possibly better having a group.

            This is becoming quite critical for some 3rd parties for which JIRA ServiceDesk is used as incident management system. Would there be an option for Cloud which workarounds this point?

            Mark Scheepers added a comment - This is becoming quite critical for some 3rd parties for which JIRA ServiceDesk is used as incident management system. Would there be an option for Cloud which workarounds this point?

            Is there an alternate solution for Cloud base implementations?

            William Rojas (Black Diamond) added a comment - Is there an alternate solution for Cloud base implementations?

            We are also using Cloud and are getting client requests for this feature. It is common that stakeholders that are not necessarily active in the customer portal, still need to receive notifications for information purposes.

            Pat Honeycutt added a comment - We are also using Cloud and are getting client requests for this feature. It is common that stakeholders that are not necessarily active in the customer portal, still need to receive notifications for information purposes.

            This feature is so important to our clients across the globe. Several different clients asked for it and there is not way to provide them with something even close in Cloud.

            Peter Bengov added a comment - This feature is so important to our clients across the globe. Several different clients asked for it and there is not way to provide them with something even close in Cloud.

            Would there be an option to have a workaround which would apply for Cloud instances of JIRA? This is currently one of the biggest limitations for JIRA service desk as we are not able to inform our customer and it's stakeholders in an efficient way.

            Mark Scheepers added a comment - Would there be an option to have a workaround which would apply for Cloud instances of JIRA? This is currently one of the biggest limitations for JIRA service desk as we are not able to inform our customer and it's stakeholders in an efficient way.

            Also on Cloud.
            We would like the ability to add customers automatically dependent on a custom field setting.

            We have a large client that has a number of smaller operators that raise tickets.
            Automatically adding the appropriate manager HQ would be helpful

            Shane Valesini added a comment - Also on Cloud. We would like the ability to add customers automatically dependent on a custom field setting. We have a large client that has a number of smaller operators that raise tickets. Automatically adding the appropriate manager HQ would be helpful

            Currently the work around uses a plugin which is not available to Cloud customers

            Ideally we would like to add all members of a group as participants of a request automatically.
            We use service desk to service internal customers and they usually request on behalf of a department and would like to automatically have the all of that department added to the request on certain types of issues.

            productbrett added a comment - Currently the work around uses a plugin which is not available to Cloud customers Ideally we would like to add all members of a group as participants of a request automatically. We use service desk to service internal customers and they usually request on behalf of a department and would like to automatically have the all of that department added to the request on certain types of issues.

            In our workflow this would be important functionality in order to inform 3rd party operational teams about ongoing incidents and/or issues. At this moment there does not seem to be a user-friendly way of adding request participants upon creation of specific issues

            Mark Scheepers added a comment - In our workflow this would be important functionality in order to inform 3rd party operational teams about ongoing incidents and/or issues. At this moment there does not seem to be a user-friendly way of adding request participants upon creation of specific issues

            I have been testing workflows and service desk with regards to "request participants" and found a few things:

            • Request Participants: shows "none" and appears the agent can not edit this.
            • I can add "Request Participants" into a screen, attach it to a transition, and it works.
            • I have attempted to attach a "post function" to a workflow transition that assigns a specific using to "Request Participants". I tried "Update Issue Custom Field Function", which gives me access to "Request Participants". I assigned a value of a user name "first last" hoping this would do the trick. It did not work. I wish I could find a good reference for this kind of information within the JIRA documentation.

            Michael Moynihan added a comment - I have been testing workflows and service desk with regards to "request participants" and found a few things: Request Participants: shows "none" and appears the agent can not edit this. I can add "Request Participants" into a screen, attach it to a transition, and it works. I have attempted to attach a "post function" to a workflow transition that assigns a specific using to "Request Participants". I tried "Update Issue Custom Field Function", which gives me access to "Request Participants". I assigned a value of a user name "first last" hoping this would do the trick. It did not work. I wish I could find a good reference for this kind of information within the JIRA documentation.

              dvashist Divyanshi
              psilveira Paula Silveira
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                Created:
                Updated:
                Resolved: